See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $477 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,396 | $47,977-63.7% | $154,107-88.7% | $56,287-69.1% |
| Participation rate | 98.6% | 66.2%+32.4pp | 83.0%+15.6pp | 69.9%+28.7pp |
| Annual return | 81.44% | 3.54%+77.9pp | 735.12%-653.7pp | -9.96%+91.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,843 | $2,392-22.9% | $5,081-63.7% | $3,350-45.0% |
| Admin fee / account holder | $3 | $438-99.4% | $13,411-100.0% | $521-99.5% |